One ecosystem. Every channel.
Panorama IFS connects with the tools your clients use every day — so no lead is ever missed, and every interaction is captured and followed up automatically.
WhatsApp Business
Messaging Integration
Connect directly with prospects and clients via WhatsApp. Maya can continue conversations, send documents and book appointments through the WhatsApp Business API.
- Multilingual WhatsApp chat
- Document sharing (quotes, policies)
- Appointment booking via chat
- Broadcast to opted-in contacts
Zoho CRM
CRM & Lead Management
Every lead captured on the website, AI chat or WhatsApp is automatically created in Zoho CRM with full conversation history, lead score and language preference.
- Auto lead creation on contact
- Lead scoring (HOT/WARM/NURTURE)
- Language preference tagging
- Automated follow-up sequences
SMS via Twilio
SMS Automation
Automated SMS follow-ups in the prospect's preferred language immediately after every interaction — appointment reminders, quote summaries and advisor introductions.
- SMS in all 8 languages
- Unicode support (Hindi, Chinese…)
- TCPA-compliant opt-out
- Appointment reminder sequences
Zoom Scheduling
Appointment Booking
One-click Zoom consultation booking directly from the website, AI chat or SMS. Automatic link generation, calendar sync and multilingual confirmation emails.
- Calendar availability display
- Auto Zoom link generation
- Multilingual confirmation email
- 24-hour reminder sequence
Social Media Suite
Facebook · Instagram · LinkedIn
Leads from Facebook Lead Ads, Instagram DMs and LinkedIn messages flow directly into Zoho CRM. Social sharing on all content for organic reach.
- Facebook Lead Ads integration
- Instagram DM automation
- LinkedIn lead capture
- Social share on all content
Zapier Automation
Workflow Automation
Connects every system automatically — website form → CRM → SMS → email → calendar. No manual data entry, every lead captured, every follow-up automated.
- Website form → Zoho CRM
- New lead → SMS + email
- Appointment booked → Zoom
- Post-call → lead score update
From first touch to closed & followed-up
Website form → CRM → SMS → email → calendar. Every step automated so leads never fall through the cracks and clients always hear back fast — in their language.
Lead comes in
From your website form, WhatsApp or a social lead ad.
Automation fires
Zapier instantly routes and triggers the workflow.
Logged in your CRM
Zoho CRM captures, scores and assigns the lead.
Instant follow-up
SMS + email go out within minutes — in their language.
Consultation booked
A Zoom or in-person meeting lands on the calendar.
Won & nurtured
Client onboarded, with automated ongoing follow-up.
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